---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000750409.md"
description: "$Semiconductors(IN00297.US) The core of this semiconductor cycle is not "demand recovery," but the acceleration of structural changes. AI is turning computing power from a "cost item" into "productive infrastructure," and industry pricing power is shifting from end-users to upstream players. The real beneficiaries are not all manufacturers, but the few players with advanced processes, packaging capabilities, and ecosystem binding power."
datetime: "2026-06-19T17:27:50.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000750409.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000750409.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000750409.md)
author: "[拓市](https://longbridge.com/en/profiles/2067312588887556096.md)"
generator: "portal-rs"
---

# $Semiconductors(IN00297.US) The core of this semic…


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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**